We want to make a positive difference in our clients' lives and we strive to do just that every day. With over 27 years experience as a financial advisor, I have seen the outcomes of good and bad advice and how they affect lives.
As a Certified Financial Planner, we take care of our clients' investment, tax, retirement, insurance and legacy needs. We also know that there is a lot more to people than just money and we act as their coach during life's transitions, which can be sad, happy or just difficult.
Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA) and also member of Advocis. I am operating under the corporate name of Solutions financières Sauvé Financial Solutions Inc, has over 19 years’ experience in the Financial Planning industry. Gino obtained his Certified Financial Planning designation in 2003 which allowed him to provide more in-depth planning to his clients. In recent years, Gino’s focus has been on assisting farmers and small business owners with their corporate and personal planning needs, ensuring that their goals are met in the most tax effective manner.
Gino is in Ottawa and Calabogie. I thrive to increase my knowledge and help my clients make sure there final wishes are respected after leaving this earth. I am equally comfortable in conversing in French or English.
I am a Wills, Estates and Trusts lawyer in Vancouver. I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.
I also work with Executors and Trustees to assist them in carrying out their duties and responsibilities in these roles. In particular, I assist with probate applications, identifying assets, ambiguous Wills, accounts, distributions, and other complex legal issues that can arise in the course of the administration process.
Kim is a seasoned advisor with 11 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years. Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients. She believes financial planning goes far beyond the numbers. She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective. In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.
Kim lives in Bolton with her husband and 3 daughters. She is a community advocate and is a proud member of the local chamber and is a past Chair.
Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), Registered Insurance Broker of Ontario (RIBO), is Life Licensed and an Investment Representative.
I'm part of a team of financial planners who focus on generational wealth planning.
Zoe is a member of Pallett Valo LLP's Wills, Estates & Trusts Practice Group.
Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts, inter vivos trusts; assisting clients on a broad range of estate planning matters; obtaining Certificate of Appointment of Estate Trustee With or Without a Will; advising Attorneys, Trustees and Executors with respect to their duties and responsibilities as fiduciaries and giving guidance on various aspects of trust or estate administration.
Zoe received her LL.B. and her LL.M. from Chuo University in Tokyo. She then obtained her LL.M. and her J.D. from the University of Toronto Law School. Zoe was called to the bar in Ontario in 2010.
I am a litigation law clerk to a sole practitioner in Toronto. We handle a variety of litigation matters: estate, corporate, construction, real estate, civil etc. Personally, I enjoy the estate litigation matters the most and am very interested in the future of estate planning for the baby boomer generation. Client care is of great importance to us, especially with estate cases. We are both now CEAs and are moving towards starting a new company that will focus on estate planning and family dynamics with the Baby Boomer generation and their families.
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total retirement planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
I currently carry the CFP, CIM, and CHS designations.
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.
We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years of experience in proving excellent service to our clients.
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension. John takes a holistic perspectives of a client's financial life, and not solely the investment portfolio. This ensures that key issues are identified, prioritized and plans are put into action, providing the foundation that helps clients achieve their goals.